April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?
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Comments from the Bank of England suggest rate cuts are coming closer.
Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
Exploring the evidence to support taking a rate sensitive (high duration) stance within a bond portfolio.
Why we should be on solid ground for rate cuts and the implications for bond markets.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
What could attractive valuations in the renewable energy sector mean for investors in Europe?
Jenna Barnard and John Pattullo consider the outlook for bonds in 2024, positing that different routes are likely to lead to the same destination.
Doug Rao explains how the diminishing pricing power of companies should center the spotlight on those gaining market share.
Jim Cielinski explores why the math at the core of fixed income argues for a more rewarding outlook for the asset class in 2024.
With yields sharply higher, Jim Cielinski, Global Head of Fixed Income, dissects what is behind the recent move.